How to track your outreach (manually)

ByPath surfaces signals. But once you start sending DMs, you need somewhere to track what you sent, who replied, and what to do next. We don't build a CRM into ByPath on purpose — you should own your pipeline. Here's the simplest setup that works.

Tool: Notion or Google Sheets. Either works. Notion is nicer if you want filters and views; Sheets is faster if you just want a list. Don't use HubSpot or Pipedrive for cold-DM outreach — they're overkill, slow you down, and weren't built for this.

Key columns. Six columns is the magic number — more and you'll stop maintaining it. Use exactly these: (1) Date sent, (2) Author handle / name, (3) Platform (IG / Threads / LinkedIn / etc), (4) Signal score (the leadScore from ByPath, 1-100), (5) Status (Sent / Replied / Booked / Dead), (6) Next action (FU1 / FU2 / FU3 / Stop / Schedule call).

Optional columns if you want more granularity: original post URL (paste from ByPath), DM thread URL, source signal (e.g. "got the keys"), notes (one sentence about the reply, if any), deal value estimate. Don't add more than 10 total columns or it becomes data entry hell.

Daily routine. Open the tracker every morning for 5 min. Filter: "Status = Sent AND Date sent < 3 days ago". Those are your follow-up-1 candidates. Send the follow-ups. Update status. Done. Total time: 10 min/day for ~20-30 active conversations.

The one metric that matters. Reply rate. Take "number of replies" / "number of first DMs sent" once a week. If it's under 10%, your opening message is broken — rewrite it. If it's over 20%, you're onto something — double down. Everything else (conversion to call, close rate) flows from this one number.

Template: copy this Notion template — https://bypath.app/dm-templates (we host a free starter table you can duplicate).